Capitalmind Mutual Fund
Last Updated on 31 Mar 2026
AUM
₹ 472.11 Cr
Funds on Anand Rathi
6
AMC Age
2 Yrs
Sorted by 5Y Returns descending
List of Top Capitalmind Mutual Fund Schemes
6 records
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of Capitalmind Mutual Fund
Over 20 years of professional experience. Anoop has been associated with Capitalmind since 2019. He has been the PMS Fund Manager and head of Investment Research at Capitalmind PMS for the last 6 years. Prior to joining Capitalmind, Anoop has worked in senior management positions in MNCs like Microsoft and Honeywell. As a management consultant with Kearney, he has advised large corporations across sectors on corporate growth strategy, operations and margin improvement. B.E, MBA
Prateek Jain, CFA, is an experienced investment professional with a strong background in fixed-income portfolio management and trading. In his previous organisation, Invesco Asset Management, he served as a Fund Manager and Fixed-Income Dealer, overseeing liquid fund and overnight fund as Fund Manager. His responsibilities included duration and asset allocation strategies, yield-curve positioning, daily cash-flow management, and trading. Prior to this, Prateek was a Fixed-Income Dealer at PNB Asset Management Company, where he contributed to debt fund management, executed trades in government securities, corporate bonds, and money-market instruments, and prepared daily portfolio and compliance reports. Earlier in his career, he worked in Fixed-Income Origination at Taurus Corporate Advisory Services, managing private placements of debt instruments and institutional client relationships. He also held the role of Risk Officer in Prime Brokerage Services at Edelweiss Capital, gaining valuable experience in risk management and operational processes. CFA - (CFA Institute USA), M Com - (Mumbai University), BMS - (Mumbai University)
Overall ~3.5+ years of experience across Capitalmind Asset Management Pvt. Ltd. and Capitalmind Financial Services. Currently designated as Associate Fund Manager, handling portfolio construction, rebalancing, monitoring & performance attribution; previously Quantitative Analyst (Aug 2025-Mar 2026), Research Analyst (Dec 2023-Jul 2025), and Junior Research Analyst (Sep 2022-Nov 2023) with experience in cross-asset strategy design, model development, portfolio analytics, and equity/macro research. B.E. (Computer Engineering), 2022 - Ramrao Adik Institute of Technology, Mumbai University
Key Information of Capitalmind Mutual Fund
Capitalmind Mutual Fund
AMCFunds Managed
4
Assets Managed
₹ 472.11 Cr
Registered Address
Flr 1, #2323, 17th Cross, PrakashArcade, HSR Layout Sector 1,Bangalore South, Bangalore 560102
Managing Director
-
Chief Executive Officer
Deepak Shenoy
Compliance Officer
Naganandan R M
How to Invest in Capitalmind Mutual Fund with Anand Rathi?
Planning to invest in Capitalmind Mutual Fund online?
Anand Rathi provides a secure and seamless platform to get started easily.
Follow these 5 simple steps:
- Register or Log In: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.
- Complete Your KYC: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.
- Explore Capitalmind Mutual Fund: Browse available Capitalmind Mutual Fund and shortlist those that align with your investment goals.
- Choose Your Investment Mode: Invest your way- opt for SIP to build discipline or go for a lump sum if you prefer a one-time investment.
- Monitor & Watch Your Investments Anytime: Invested in Capitalmind Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in Capitalmind Mutual Fund
Investing in Capitalmind Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
SEBI Regulations & Compliance on Capitalmind Mutual Fund
As per the Securities and Exchange Board of India, here are the rules that apply for
AMCs (Asset Management Companies) providing mutual fund schemes.
- SEBI Regulation: AMCs operate under SEBI (Mutual Funds) Regulations, 1996.
- Mandatory Structure: Sponsor-Trustee-AMC structure is compulsory for all MF houses.
- SEBI Registration: AMC must be registered with SEBI to provide its scheme to investors.
- Minimum Net Worth: AMC must maintain Rs 50 crore net worth at all times.
- Scheme Disclosure: Scheme Information Document (SID) & Key Information Memorandum (KIM) filing with SEBI is mandatory before launch.
- Asset Allocation: Mutual fund schemes must strictly follow the stated investment mandate.
- Exposure Limits: A certain cap on stock, sector, and group exposure applies.
- Risk Management: AMCs must have a strong risk and liquidity controls.
- Expense Ratio: Total Expense Ratio (TER) is capped and transparently disclosed.
- NAV Disclosure: Net Asset Value (NAV) must be declared daily.
- Compliance Officer: Mandatory appointment for regulatory oversight.
- Investor Protection: Grievances handled via SEBI?s SCORES (SEBI Complaints Redress System) platform.
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or website, or else, open a demat account with the stock broker online. Then complete your KYC, select the Capitalmind Mutual Fund fund, choose the SIP amount and frequency, and confirm the mandate. Your SIP will start from the date chosen.
To stop your SIP anytime on the AR Invest app, go to your active SIPs, select the SIP you want to discontinue, and confirm. The SIP will stop from the next installment itself.
To increase your SIP amount in Capitalmind Mutual Fund;
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
You can invest in mutual fund app via lumpsum by;
Log in to the AR Invest app or open a demat account
Select your preferred Capitalmind Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Log in to the AR Invest app or open a demat account
Select your preferred Capitalmind Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Redemptions are easy on the AR Invest mutual fund app. Simply, select the units to redeem, enter the amount or number of units, and confirm. Proceeds are then credited to your registered bank account.
Track your portfolio in real-time via AR Invest mutual fund app. Check NAVs, SIP performance, and generate statements anytime on the app or website.
Your investment statements are available on AR Invest mutual fund app. Here's how you can access the statement/reports.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
All mutual funds are regulated by SEBI. While professionally managed, they carry market risks. Review the scheme's risk profile before investing.
No, it is not necessary to open a demat account to invest in Capitalmind Mutual Fund. Usually, MF units are held digitally in your AMC folio via the "Statement of Account" (SoA) form. Opening a DEMAT account is optional if you prefer.
Top funds are based on performance and fund objectives. Check the AR Invest app for the current list of top-performing Capitalmind Mutual Fund funds.
By investing in Capitalmind Mutual Fund funds, investors get access to professional management, diversification, ease of online transactions via AR Invest, liquidity, and transparent reporting.
Every mutual fund has different suitability based on risk appetite. Those looking for professional management and diversification can think about Capitalmind Mutual Fund funds.
Unlike anymarket instrument, even Capitalmind Mutual Fund funds include risks like market volatility, interest rate changes (for debt funds), and liquidity risks. Review the fund's scheme information document before investing in any stock broker online app.
The AMC has been operating for 2 years, reflecting its experience and track record in the mutual fund industry.
Capitalmind Mutual Fund manages assets worth ₹472.11 crore under its mutual fund business, indicating its scale and investor trust.
Deepak Shenoy is the current Chief Executive Officer of Capitalmind Mutual Fund.
Naganandan R M is the current Compliance Officer of Capitalmind Mutual Fund.
Capitalmind Mutual Fund currently manages 4 Mutual fund schemes.
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